AMH Equity Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
AMH Equity Ltd disclosed 51 US equity positions worth $64.8m in its Q1 2025 13F filing. The largest position was AIOT at 9.3% of the reported book, followed by UEIC and LPTH. Against the Q4 2024 filing, it opened 20 new positions, added to 12 and reduced 13 among the top 50 holdings.
What did AMH Equity Ltd own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AIOT POWERFLEET INC | Technology | 9.3% | $6.0m | 1,100,000 | -6% | reduced |
| 2 | UEIC UNIVERSAL ELECTRS INC | Technology | 7.3% | $4.7m | 768,109 | -4% | reduced |
| 3 | LPTH LIGHTPATH TECHNOLOGIES INC | Technology | 7.1% | $4.6m | 2,279,339 | -20% | reduced |
| 4 | TWIN TWIN DISC INC | Industrials | 6.2% | $4.0m | 530,086 | -26% | reduced |
| 5 | DOCN DIGITALOCEAN HLDGS INC | Technology | 4.9% | $3.2m | 95,400 | – | new |
| 6 | TDC TERADATA CORP DEL | Technology | 4.7% | $3.0m | 135,000 | – | new |
| 7 | IDCC INTERDIGITAL INC | Technology | 3.5% | $2.3m | 11,000 | – | new |
| 8 | HBIO HARVARD BIOSCIENCE INC | Healthcare | 3.0% | $1.9m | 3,387,355 | 35% | added |
| 9 | 8TG THERMON GROUP HLDGS INC | 2.8% | $1.8m | 66,000 | -40% | reduced | |
| 10 | HURC HURCO CO | 2.8% | $1.8m | 116,909 | 6% | added | |
| 11 | CVV CVD EQUIP CORP | 2.7% | $1.8m | 575,872 | -13% | reduced | |
| 12 | BRC BRADY CORP | Industrials | 2.7% | $1.8m | 25,000 | -17% | reduced |
| 13 | SEQUANS COMMUNICATIONS S A | 2.6% | $1.7m | 800,000 | 15% | added | |
| 14 | MARIS TECH LTD | 2.6% | $1.7m | 770,000 | 5% | added | |
| 15 | SRJ SPARTANNASH CO | 2.5% | $1.6m | 80,000 | -36% | reduced | |
| 16 | DCO DUCOMMUN INC DEL | Industrials | 2.4% | $1.6m | 27,000 | – | new |
| 17 | ACNT ASCENT INDUSTRIES CO | Basic Materials | 2.3% | $1.5m | 119,430 | 99% | added |
| 18 | ASTL ALGOMA STL GROUP INC | 2.3% | $1.5m | 270,003 | -49% | reduced | |
| 19 | TALO TALOS ENERGY INC | Energy | 2.3% | $1.5m | 150,000 | – | new |
| 20 | LINC LINCOLN EDL SVCS CORP | Consumer Defensive | 2.0% | $1.3m | 80,000 | 0% | held |
| 21 | HCAT HEALTH CATALYST INC | Healthcare | 1.8% | $1.1m | 252,500 | – | new |
| 22 | VMD VIEMED HEALTHCARE INC | Healthcare | 1.6% | $1.0m | 138,900 | 0% | held |
| 23 | LASR NLIGHT INC | Technology | 1.4% | $931.8k | 119,917 | – | new |
| 24 | CGAU CENTERRA GOLD INC | Basic Materials | 1.4% | $901.7k | 142,000 | – | new |
| 25 | PFMTUSD PERFORMANT HEALTHCARE INC | 1.4% | $888.0k | 300,000 | – | new | |
| 26 | CMBMF CAMBIUM NETWORKS CORP | Technology | 1.4% | $882.1k | 1,250,381 | 50% | added |
| 27 | INTT INTEST CORP | Technology | 1.3% | $824.8k | 117,990 | 0% | held |
| 28 | TISI TEAM INC | 1.2% | $783.5k | 46,307 | 4% | added | |
| 29 | ASPN ASPEN AEROGELS INC | Basic Materials | 1.1% | $702.9k | 110,000 | – | new |
| 30 | WPRT WESTPORT FUEL SYSTEMS INC | 1.0% | $670.7k | 180,792 | 0% | held | |
| 31 | SSYS STRATASYS LTD | Technology | 1.0% | $634.0k | 64,755 | – | new |
| 32 | INSE INSPIRED ENTMT INC | 1.0% | $632.0k | 74,000 | – | new | |
| 33 | SCYX SCYNEXIS INC | 0.9% | $597.0k | 627,037 | 0% | held | |
| 34 | MTLS MATERIALISE NV | 0.8% | $541.2k | 110,000 | – | new | |
| 35 | IRIX IRIDEX CORP | 0.8% | $513.4k | 518,541 | 3% | added | |
| 36 | LTRX LANTRONIX INC | Technology | 0.8% | $499.9k | 200,781 | – | new |
| 37 | DARE DARE BIOSCIENCE INC | 0.7% | $474.8k | 164,302 | 10% | added | |
| 38 | ASYS AMTECH SYS INC | 0.7% | $471.3k | 97,583 | 137% | added | |
| 39 | MCHX MARCHEX INC | 0.5% | $353.9k | 217,113 | -13% | reduced | |
| 40 | COLLPLANT BIOTECHNOLOGIES LT | 0.5% | $322.5k | 125,000 | 7% | added | |
| 41 | DUOT DUOS TECHNOLOGIES GROUP INC | 0.4% | $282.0k | 50,000 | – | new | |
| 42 | ELVA ELECTROVAYA INC | 0.4% | $231.0k | 100,000 | – | new | |
| 43 | PRPO PRECIPIO INC | 0.3% | $210.6k | 38,294 | – | new | |
| 44 | BWEN BROADWIND INC | 0.3% | $208.8k | 144,000 | – | new | |
| 45 | EHTH EHEALTH INC | Financial Services | 0.3% | $193.7k | 29,000 | -36% | reduced |
| 46 | POCI PRECISION OPTICS CORP INC MA | 0.3% | $186.8k | 45,000 | -33% | reduced | |
| 47 | DRIO DARIOHEALTH CORP | 0.2% | $153.1k | 250,000 | – | new | |
| 48 | SCKT SOCKET MOBILE INC | 0.2% | $141.7k | 125,398 | 8% | added | |
| 49 | DCFEUR MOGO INC | 0.2% | $107.2k | 124,649 | -49% | reduced | |
| 50 | HYPR HYPERFINE INC | 0.1% | $89.6k | 125,084 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.